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Blue Bell Private Wealth Management’s Oracle ORCL Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Sell
3,562
-37
-1% -$6.01K 0.08% 161
2025
Q4 		$701K Buy
3,599
+1,244
+53% +$296K 0.1% 126
2025
Q3 		$662K Buy
2,355
+342
+17% +$87.1K 0.1% 127
2025
Q2 		$440K Sell
2,013
-413
-17% -$66.7K 0.07% 156
2025
Q1 		$339K Buy
2,426
+49
+2% +$7.98K 0.06% 162
2024
Q4 		$396K Sell
2,377
-348
-13% -$61.8K 0.08% 144
2024
Q3 		$464K Buy
2,725
+83
+3% +$12K 0.09% 131
2024
Q2 		$373K Buy
2,642
+5
+0.2% +$621 0.08% 136
2024
Q1 		$331K Buy
2,637
+5
+0.2% +$572 0.07% 143
2023
Q4 		$277K Buy
2,632
+296
+13% +$32.3K 0.07% 136
2023
Q3 		$247K Sell
2,336
-125
-5% -$14.5K 0.07% 127
2023
Q2 		$293K Buy
2,461
+621
+34% +$64.2K 0.08% 116
2023
Q1 		$171K Sell
1,840
-319
-15% -$28K 0.05% 134
2022
Q4 		$176K Hold
2,159
– – 0.06% 122
2022
Q3 		$132K Sell
2,159
-92
-4% -$6.74K 0.05% 137
2022
Q2 		$157K Sell
2,251
-74
-3% -$5.42K 0.05% 120
2022
Q1 		$192K Buy
2,325
+642
+38% +$52K 0.05% 109
2021
Q4 		$147K Buy
+1,683
New +$158K 0.04% 121
2016
Q4 		– Sell
-3,883
Closed -$153K – 357
2016
Q3 		$153K Hold
3,883
– – 0.09% 107
2016
Q2 		$159K Sell
3,883
-100
-3% -$3.99K 0.1% 103
2016
Q1 		$163K Buy
3,983
+100
+3% +$3.7K 0.11% 103
2015
Q4 		$142K Hold
3,883
– – 0.1% 119
2015
Q3 		$140K Sell
3,883
-627
-14% -$24.1K 0.1% 120
2015
Q2 		$182K Hold
4,510
– – 0.11% 105
2015
Q1 		$194K Hold
4,510
– – 0.12% 97
2014
Q4 		$202K Buy
4,510
+400
+10% +$16.3K 0.12% 100
2014
Q3 		$157K Hold
4,110
– – 0.09% 120
2014
Q2 		$167K Hold
4,110
– – 0.1% 115
2014
Q1 		$168K Hold
4,110
– – 0.11% 96
2013
Q4 		$157K Buy
+4,110
New +$141K 0.12% 96

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Blue Bell Private Wealth Management's ORCL Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its Oracle (ORCL) stake by 1% in Q1 2026, selling an estimated $6.01K and leaving 3,562 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #161.

Blue Bell Private Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 30 quarters since. The position peaked at $701K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Blue Bell Private Wealth Management held 3,562 shares of Oracle worth $524K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 37 Oracle shares in Q1 2026, an estimated $6.01K.
  • Oracle made up 0.08% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Blue Bell Private Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 30 quarters since.
  • Blue Bell Private Wealth Management's Oracle position peaked at $701K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.